Cambridge Investment Research Advisors, Inc
About this Advisor
David Newbill is a certified financial planner operating in Flint, Michigan, who has 14 years in the industry. Newbill is currently employed by Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Cfd Investments, Inc, Creative Financial Designs, Inc, College Education Partners, American Portfolios Financial Services, Inc, Regal Investment Advisors, LLC, First Allied Securities, Inc, Cambridge Investment Research Inc and Cambridge Investment Research Advisors Inc. Newbill holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Cambridge Investment Research Advisors, Inc is a registered investment business operating out of Flint, Michigan. It has offices in 1,905 locations and a total of 2,982 people on staff. It administers $56 billion in assets between its 297,440 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 297,440 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fee schedules typically are based on the services. However, fees charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Cambridge Investment Research Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
David Newbill Work History
David has 14 years of experience.
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
First Allied Securities, Inc
American Portfolios Financial Services, Inc
Regal Investment Advisors, LLC
College Education Partners
Cfd Investments, Inc
Creative Financial Designs, Inc
David Newbill has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cambridge Investment Research Advisors, Inc
New Windsor, NY
Saint Louis, MO
Bloomfield Hills, MI
Baton Rouge, LA
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.